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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,417 | $167,352-91.4% | $143,788-90.0% | $134,509-89.3% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -22.23% | 0.47%-22.7pp | -0.03%-22.2pp | 418.13%-440.4pp |
| Employer contribution / active EE | $1,477 | $5,620-73.7% | $4,952-70.2% | $4,741-68.8% |
| Participant deferral / active EE | $3,789 | $6,447-41.2% | $5,638-32.8% | $6,400-40.8% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |